LAMC

Longview Asset Management (California) Portfolio holdings

AUM $160M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$19.7M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.1M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.8%
2 Communication Services 0.82%
3 Financials 0.69%
4 Industrials 0.69%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46.8K 0.03%
+256
77
$46.1K 0.03%
+238
78
$45.9K 0.03%
+915
79
$45.3K 0.03%
+86
80
$44.8K 0.03%
+497
81
$44.7K 0.03%
+198
82
$44.7K 0.03%
+1,103
83
$43K 0.03%
+136
84
$42.5K 0.03%
+352
85
$42.2K 0.03%
+700
86
$42K 0.03%
+41
87
$41.5K 0.03%
+210
88
$40.6K 0.03%
+5,000
89
$39.2K 0.03%
+6,000
90
$38.9K 0.03%
+193
91
$38.6K 0.03%
+385
92
$37.8K 0.03%
+500
93
$35.9K 0.02%
+105
94
$35.1K 0.02%
+105
95
$34.9K 0.02%
+448
96
$34.3K 0.02%
+175
97
$33.3K 0.02%
+98
98
$32.6K 0.02%
+286
99
$29.2K 0.02%
+81
100
$26.5K 0.02%
+68
2 3
4
5 6